Bring your Zoho contacts into the proposal workflow.
Choose the Zoho data center that holds your CRM account, then connect it to the workspace where you prepare proposals.
Use Zoho CRM with Propovo
What Zoho CRM connects
Contact import
Manually import or update supported Zoho contact fields in Propovo.
Proposal Notes
Add selected proposal activity to a Zoho contact matched by the client email.
Deal destination
Choose a supported layout, pipeline and stage for optional accepted-proposal Deal creation or mapped updates.
Set it up
Choose your data center
Open Settings → Integrations and choose the region used by your Zoho CRM account.
Connect the right workspace
Open Settings → Integrations and authorise your Zoho CRM account for the workspace you are using.
Import the contacts you need
Use Sync contacts to import or update CRM contacts in Propovo. Review the result before preparing a proposal.
Choose proposal updates
Enable proposal activity updates. If you want accepted proposals to create deals, enable that option and choose the destination pipeline and stage.
Connection details
- Contact import is initiated with Sync contacts. Propovo does not continuously mirror every Zoho CRM record or push Propovo contacts back to the CRM.
- Activity notes match an existing CRM contact by the proposal’s client email. A missing match can prevent a note from being added.
- Deal creation is optional and runs on proposal acceptance. This connection does not keep every CRM deal stage and Propovo deal stage in continuous two-way sync.
- Your region, Zoho plan, granted permissions and required CRM fields affect availability. Existing Zoho Deal context is not imported into documents by this connection.
Put it to work in your next proposal.
Create your account and configure the connection from Settings.